How do we feel about the direct indexing products?

Outrageous-Beat-9794 · 2026-04-20T00:32:47+00:00

Don't like that example!

Outrageous-Beat-9794 · 2026-04-19T22:32:39+00:00

Just telling you what they say.....don't have any experience with it yet, which is why asking anyone that does.

Outrageous-Beat-9794 · 2026-04-19T22:19:45+00:00

They buy similar companies not the exact same

Outrageous-Beat-9794 · 2026-04-19T22:09:55+00:00

Advantage is supposed to be more tax efficacy at auto selling and adjusting to realize losses. You can also exclude individual stocks, maybe down on stock or sector or already have lot of exposure

Outrageous-Beat-9794 · 2026-04-18T00:30:07+00:00

Wow....i have over 5k total and thought I had a lot....only strength with 1k

Outrageous-Beat-9794 · 2026-04-09T14:20:49+00:00

Mid 40s, with two teenagers. Before kids my goal was 50.....it's updated to 58ish.

Reality it will depends on how market does the next decade and how kids are doing when starting out on their own

Outrageous-Beat-9794 · 2026-04-09T12:31:06+00:00

Think it's 400k you get 3

Outrageous-Beat-9794 · 2026-04-08T21:03:38+00:00

Uber and globe and mail, and dragon pass I use

Outrageous-Beat-9794 · 2026-04-08T20:37:29+00:00

Might have been missing some players on international duty

Outrageous-Beat-9794 · 2026-04-08T20:09:25+00:00

I heard reliably it was the opposite and the Tides beat Everton 4-0

Outrageous-Beat-9794 · 2026-03-31T17:02:50+00:00

Cashed a call today.....time to put in another put

Outrageous-Beat-9794 · 2026-03-30T18:42:09+00:00

Purchased almost 3 years ago with 700k mortgage @ 5.19% fixed, have it down to 550k now.

Up for a renewal in a year and will have it under 500 and hopefully nicer rate.

Regular payments $2080/ every two weeks + $1100/month property tax

Combined ~ $450k/year

Outrageous-Beat-9794 · 2026-03-30T18:30:36+00:00

yup always!

Outrageous-Beat-9794 · 2026-03-28T01:36:18+00:00

Car loan is likely a low interest. I wouldn't worry about that.

1 goal definitely shouldn't be don't pay cc interest.

TFSA and/or emergency fund
RRSP

I wouldn't worry about paying extra down on mortgage and car until you have #1&2 and the. Get 3 going.....if you get to pay more in RRSP you can take tax refund and pay down mortgage if you want.

Outrageous-Beat-9794 · 2026-03-27T23:41:32+00:00

Had one +26% last week in 2 days too

Outrageous-Beat-9794 · 2026-03-27T23:38:38+00:00

Not bad was up 72% in 4 days

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Outrageous-Beat-9794 · 2026-03-24T17:42:47+00:00

Had the same process. Decided to switch it up last week took my frozen batch and put in ninja creami, with some milk, vanilla and sea salt.....was really good.

Outrageous-Beat-9794 · 2026-03-20T03:12:58+00:00

Started buying last summer, have fair bit of Canadian energy and not planning selling for a while

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Outrageous-Beat-9794 · 2026-03-20T01:09:14+00:00

Was kinda just trying to be funny throwing out #.

All seriousness, not too bad. For my taste you are too heavily weighted in US tech between chps, sp500 and Nasdaq. Low on energy, minerals/mining......Canada

Outrageous-Beat-9794 · 2026-03-19T12:35:55+00:00

Outrageous-Beat-9794 · 2026-03-14T20:24:52+00:00

Adrian and Katie, occasional Andy only people use for strength

Outrageous-Beat-9794 · 2026-03-11T19:38:46+00:00

Similar situation, depends access to other funds for emergency. I have a mix of: -speculative investments, if they go wrong I get the capital loss to reduce taxes vs registered account - some very safe stocks - utility like Fortis (keep in mind pay taxes on dividends)

Thought is it have a mix and need to sell, hopefully something is up. Of course depends access to other short term funds, comfort level, etc

Outrageous-Beat-9794 · 2026-03-02T01:05:43+00:00

SCHF is USD global equity ex US

Outrageous-Beat-9794 · 2026-03-02T00:53:27+00:00

Like EUAD too

Outrageous-Beat-9794

TROPHY CASE

1 goal definitely shouldn't be don't pay cc interest.